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Wells Fargo & Company shares owned by BCS Wealth Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by BCS Wealth Management from 13F filings

Historical chart of BCS Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by BCS Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by BCS Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 2.5k 83.83
2025-06-30 $274k 3.4k 80.12

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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
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Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

View all positions for BCS Wealth Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
State Street Corporation
Wellington Management Company
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Dodge & Cox
Invesco
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Ameriprise Financial

View all funds holding Wells Fargo & Company